WealthPlan Investment Management’s GE Aerospace GE Stock Holding History

WealthPlan Investment Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Buy	9,246 +635	+7%	+$199K	0.17%	115
2026 Q1	$2.44M	Buy	8,611 +3,921	+84%	+$1.23M	0.14%	141
2025 Q4	$1.44M	Buy	4,690 +3,674	+362%	+$1.11M	0.09%	166
2025 Q3	$306K	Sell	1,016 -133	-12%	-$36.4K	0.02%	277
2025 Q2	$296K	Buy	+1,149	New	+$252K	0.02%	294
2024 Q3	–	Sell	-1,261	Closed	-$200K	–	252
2024 Q2	$200K	Buy	+1,261	New	+$201K	0.03%	180
2023 Q3	–	Sell	-18	Closed	-$1.55K	–	229
2023 Q2	$1.55K	Sell	18 -155	-90%	-$12.6K	﹤0.01%	326
2023 Q1	$13.2K	Sell	173 -4,596	-96%	-$307K	﹤0.01%	311
2022 Q4	$246K	Sell	4,769 -1,316	-22%	-$64.7K	0.02%	343
2022 Q3	$322K	Buy	+6,085	New	+$268K	0.02%	292
2022 Q1	$359K	Buy	+7,727	New	+$461K	0.02%	293

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WealthPlan Investment Management's GE Position: Q2 2026 in Review

WealthPlan Investment Management increased its GE Aerospace (GE) stake by 7.4% in Q2 2026, buying an estimated $199K and bringing the position to 9,246 shares worth $3.46M. The position accounts for 0.17% of the portfolio, ranked #115.

WealthPlan Investment Management first reported a position in GE in Q1 2022 and has held it in 11 quarters since. 1,346 funds tracked by Wall St. Rank hold GE as of Q2 2026.

WealthPlan Investment Management held 9,246 shares of GE Aerospace worth $3.46M as of Q2 2026.
WealthPlan Investment Management bought 635 GE Aerospace shares in Q2 2026, an estimated $199K.
GE Aerospace made up 0.17% of WealthPlan Investment Management's portfolio in Q2 2026, its #115 holding.
WealthPlan Investment Management first reported a position in GE Aerospace in Q1 2022 and has held it in 11 quarters since.
1,346 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.